Castleview Partners’s Invesco Water Resources ETF PHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-623	Closed	-$40.7K	–	448
2024 Q4	$40.7K	Buy	623 +63	+11%	+$4.12K	0.02%	366
2024 Q3	$39.5K	Sell	560 -497	-47%	-$35.1K	0.02%	355
2024 Q2	$68.6K	Buy	+1,057	New	+$68.6K	0.04%	287